The Long Run: Women and Retirement
For women, retirement strategy is a long race. It’s helpful to know the route.
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Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This checklist can give you a quick snapshot of how prepared you are.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.